Patrick Taylor
Kathryn Carver
Debbie Fernandes
Tel: 416-359-5432
Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map
Registered Accounts
| Research | |
| TFSA - an introduction | |
| The benefits and flexibility provided by a Tax-Free Savings Account (TFSA) make it ideal for saving for multiple financial goals. | |
| A Guide to Understanding Registered Plans | |
| An overview of TFSA, RRSP, RRIF, LIRA, IPP, RESP and RDSP accounts. (Dec 2014) | |
| RESP's - an Introduction | |
| An excellent overview of the features and benefits of RESP accounts, and answers to many commonly asked questions. | |
| RESP Withdrawal Checklist | |
| This checklist details how to efficiently withdraw cash from your family's RESP to pay for your children's post-secondary education. | |
| Taking Money Out of An RESP | |
| This report provides you with some details on how and when to withdraw funds from an RESP, as well as information on qualifying educational institutions. (Aug 2016) | |
| Locked-In Retirement Plans | |
| A review of LIRA's, LIF's and LRIF's, and when you have access to these locked-in assets. (Jul 2015) | |
| RRIF accounts - an introduction | |
| An excellent overview of the features of RRIF accounts, and answers to many commonly asked questions. | |
| Registered Retirement Income Funds | |
| Selecting the right retirement income option for your RRSP is one of the most important financial and estate planning decisions you'll make. (Aug 2015) | |
| RRSP's - an introduction | |
| Reviews RRSP saving strategies, withdrawals, investment choices, special situations and retirement planning. | |
| RRSP Maturity Options | |
| In the year you turn 71, you must make a decision what to do with your RRSP - this article highlights your options. (Dec 2014) | |
| IPP's - an introduction | |
| Features and Benefits of having a Individual Pension Plan. | |
